Mackenzie Investment Grade Floating Rate Fund
Why invest in this fund?
- Diversification from traditional fixed rate (coupon) fixed income
- Protection from rising interest rates
- Income enhancement with high yield exposure while maintaining overall A- or higher
- Active management to find best value for risk across the floating rate spectrum for the current environment
Key Facts
Portfolio Managers

Steve Locke, MBA
Senior Vice President, Portfolio Manager, Head of Team
Mackenzie Fixed Income TeamInvestment experience since 1995

Felix Wong, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 1988

Dan Cooper, CFA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2003

Movin Mokbel, MBA
Vice President, Portfolio Manager
Mackenzie Fixed Income TeamInvestment experience since 2000
Commentary
Q1 Commentary – Mackenzie Fixed Income Team
Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.
min read May 17, 2019Mackenzie Investment Grade Floating Rate Fund
Steve Locke, Mackenzie Fixed Income Team Lead, discusses the features of Mackenzie Investment Grade Floating Rate Fund and his team’s approach to managing the fund.
August 08, 2014Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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White Paper – The Looming Pension Crisis: Why it Matters and How to Prepare pdf 452KB
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Feature Page – Mackenzie Investment Grade Floating Rate Fund pdf 135KB
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Is it Time for a New Fixed Income Approach? pdf 196KB
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Mackenzie's Short Duration Fixed Income Solutions pdf 1703KB
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Fund Profile – Mackenzie Investment Grade Floating Rate Fund – Series F pdf 175KB
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Q1 Commentary – Mackenzie Fixed Income Team pdf 67KB
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Mackenzie Investment Grade Floating Rate Fund Series SC pdf 175KB
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Fund Profile – Mackenzie Investment Grade Floating Rate Fund pdf 175KB
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Investor Brochure – Mackenzie Monthly Income Portfolios pdf 2308KB
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Investor Brochure – Mackenzie Monthly Income Portfolios pdf 1186KB
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Modeling Mackenzie's Fixed Income Funds pdf 2342KB
Regulatory Documents
- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie Investment Grade Floating Rate Fund pdf 783KB
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Financial Statements – Annual – Mackenzie Investment Grade Floating Rate Fund pdf 488KB
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Financial Statements – Semi-annual – Mackenzie Investment Grade Floating Rate Fund pdf 427KB
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MRFP – Semi-annual – Mackenzie Investment Grade Floating Rate Fund pdf 828KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie Investment Grade Floating Rate Fund pdf 64KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie Investment Grade Floating Rate Fund pdf 60KB
Quarterly Commentaries
Monthly Commentaries